Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renate? Claim Your ProfileRenate Mccaffrey Nebel bernard is a financial advisor who has been in the industry since 1998. Renate is currently registered with Cetera Investment Advisers LLC, and has been associated with them since 2013. Renate has also been registered with VESTAX SECURITIES CORPORATION, SIGNATOR INVESTORS, INC., and MML INVESTORS SERVICES, INC. Renate is licensed to offer services in Arizona, California, Florida, Illinois, Indiana, Kentucky, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wisconsin. Renate offers a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Renate is committed to providing her clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (TROY MI)
OH
06/08/2001 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
12/09/1998 - 06/11/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/29/1998 - 12/03/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 05/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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